Cornerstone Financial Group is pleased to welcome Klaus Steinke to the firm. Klaus, a Certified Financial Planner™ - CFP® has come on board as part of the growth and evolution of our financial services practice. He has been advising since 2006 and his background includes experience with Merrill Lynch and Fidelity Investments. Klaus can assist you with your wealth advisory needs by specializing in goal planning, investment advice, tax strategies, estate planning, risk mitigation and charitable giving strategies.
“I’m very pleased Klaus has agreed to join Cornerstone Financial. He’s already met some of our client family and I think they would agree he fits in great with the culture we’re looking to continue here. He has many years of experience and many different life experiences that I believe will serve our clients well,” said Mike Moffitt, President of Cornerstone Financial Group. “He genuinely cares about those he works with and wants to help them achieve their goals.”
His life experience, including the death of a child, divorce and a career change, all bring compassion and empathy to his practice. As a financial advisor he has been able to make a positive difference in the lives of his clients through comprehensive, needs-based financial planning.
Klaus obtained a bachelor’s degree in leadership from Bellevue University and Associate degrees in finance and management from Metropolitan Community College. He is a veteran of the United States Army serving on M1 tanks. He received two Army Achievement Awards and an Army Commendation Award among other accolades and service ribbons.
Klaus is currently engaged to Katie with a wedding in June of 2020. He’s an avid sports fan and cheers heartily for the Nebraska Cornhuskers, Minnesota Vikings and Kansas City Chiefs. March Madness college basketball is also one of his favorite events. He enjoys attending the Omaha Lancers and Omaha Storm Chasers games, live theater, traveling, history and spending time with family.
Klaus is an Investment Advisor Representative (IAR) of Silver Oak Securities, Inc., member FINRA/SIPC. Cornerstone Financial Group and Silver Oak Securities Inc. are separate entities.
Join us in welcoming Klaus!